2016 plans and an end to dry January….

Happy New Year all – we hope you’ve had a wonderful start to 2016. We have all returned to the office rested and relaxed with a fresh enthusiasm for the year ahead. Top of the list was some serious business planning – it’s always exciting to sit down as a team and figure out what we want to achieve this year and how we are going to get there. Two of our core values are Innovation and Forward Thinking, and it’s important to us to really make sure we are continually thinking of ways to improve as a team, and enhance the service we provide; we’ll tell you more about this in a future blog.

As usual 2016 will bring some big regulatory changes, with the sunset clause fast approaching and the much anticipated budget announcement due in March. We don’t want to provide more summaries of these; we know there’s always plenty of them flying around. Our plan therefore is to provide case studies and ideas for practical applications for any new rules.

As an extension of this, we are also planning to share case studies of complex cases we have helped advisers resolve, and additional hints and tips in different areas of financial planning, to share our knowledge and experience as much as possible with anyone who is interested in it! As always, we’re just at the end of the phone if you want to talk through any particularly complex cases or pick our brains on anything.

Another value at Para-Sols is Quality, and we aim to embody this through ongoing personal development, including increasing personal knowledge through exams. We are already off to a flying start in 2016 with Peter and Simon both passing exams last week. Congratulations to them both – brilliant start to the New Year and a perfect excuse to fall off the Dry January wagon! We’ll keep you updated with everyone’s progress via the blog so watch this space.

Other plans for 2016 will be announced as they approach, but rest assured we have some fun ideas up our sleeves. Looking forward to another brilliant year and working with our lovely clients.

The Para-Sols Team

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